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Highland Capital Management (Tennessee)’s JPMorgan Chase JPM Stock Holding History

Highland Capital Management (Tennessee)’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.3M Sell
150,626
-7,795
-5% -$2.42M 2.27% 8
2026
Q1 		$46.6M Buy
158,421
+2,014
+1% +$611K 2.47% 6
2025
Q4 		$50.4M Sell
156,407
-2,993
-2% -$927K 2.51% 7
2025
Q3 		$50.3M Sell
159,400
-2,414
-1% -$718K 2.5% 6
2025
Q2 		$46.9M Sell
161,814
-1,984
-1% -$506K 2.54% 6
2025
Q1 		$40.2M Sell
163,798
-10,102
-6% -$2.58M 2.4% 5
2024
Q4 		$41.7M Sell
173,900
-7,011
-4% -$1.63M 2.38% 6
2024
Q3 		$38.1M Sell
180,911
-9,425
-5% -$1.99M 2.18% 6
2024
Q2 		$38.5M Sell
190,336
-6,501
-3% -$1.27M 2.27% 5
2024
Q1 		$39.4M Buy
196,837
+1,353
+0.7% +$244K 2.27% 4
2023
Q4 		$33.3M Sell
195,484
-4,380
-2% -$664K 2.07% 4
2023
Q3 		$29M Sell
199,864
-6,784
-3% -$1.02M 1.99% 5
2023
Q2 		$30.1M Sell
206,648
-5,234
-2% -$720K 1.95% 5
2023
Q1 		$27.6M Sell
211,882
-984
-0.5% -$135K 2.04% 5
2022
Q4 		$28.5M Sell
212,866
-3,998
-2% -$507K 2.02% 6
2022
Q3 		$22.7M Sell
216,864
-1,101
-0.5% -$126K 1.75% 6
2022
Q2 		$24.5M Sell
217,965
-2,492
-1% -$309K 1.76% 6
2022
Q1 		$30.1M Buy
220,457
+1,018
+0.5% +$150K 1.8% 7
2021
Q4 		$34.7M Sell
219,439
-1,438
-0.7% -$236K 1.97% 4
2021
Q3 		$36.2M Sell
220,877
-3,878
-2% -$608K 2.19% 4
2021
Q2 		$35M Sell
224,755
-5,514
-2% -$866K 2.09% 5
2021
Q1 		$35.1M Sell
230,269
-12,086
-5% -$1.74M 2.16% 4
2020
Q4 		$30.8M Sell
242,355
-5,837
-2% -$652K 1.98% 6
2020
Q3 		$23.9M Sell
248,192
-875
-0.4% -$85.9K 1.71% 6
2020
Q2 		$23.4M Sell
249,067
-440
-0.2% -$41.7K 1.83% 6
2020
Q1 		$22.5M Sell
249,507
-40,404
-14% -$4.91M 2.12% 5
2019
Q4 		$40.4M Sell
289,911
-5,576
-2% -$715K 2.8% 5
2019
Q3 		$34.8M Sell
295,487
-7,766
-3% -$878K 2.58% 4
2019
Q2 		$33.9M Sell
303,253
-4,769
-2% -$526K 2.52% 4
2019
Q1 		$31.2M Sell
308,022
-5,990
-2% -$617K 2.37% 4
2018
Q4 		$30.7M Sell
314,012
-689
-0.2% -$73.4K 2.6% 4
2018
Q3 		$35.5M Sell
314,701
-2,843
-0.9% -$323K 2.56% 4
2018
Q2 		$33.1M Buy
317,544
+2,903
+0.9% +$318K 2.52% 5
2018
Q1 		$34.6M Sell
314,641
-10,866
-3% -$1.23M 2.7% 3
2017
Q4 		$34.8M Sell
325,507
-5,603
-2% -$567K 2.65% 2
2017
Q3 		$31.6M Sell
331,110
-12,399
-4% -$1.14M 2.51% 4
2017
Q2 		$31.4M Sell
343,509
-5,654
-2% -$488K 2.52% 3
2017
Q1 		$30.7M Sell
349,163
-3,087
-0.9% -$272K 2.53% 4
2016
Q4 		$30.4M Sell
352,250
-1,998
-0.6% -$152K 2.56% 4
2016
Q3 		$23.6M Sell
354,248
-9,410
-3% -$614K 1.99% 5
2016
Q2 		$22.6M Sell
363,658
-5,718
-2% -$357K 1.95% 6
2016
Q1 		$21.9M Sell
369,376
-66,750
-15% -$3.9M 1.87% 5
2015
Q4 		$28.8M Sell
436,126
-8,250
-2% -$537K 2.32% 3
2015
Q3 		$27.1M Sell
444,376
-2,476
-0.6% -$162K 2.28% 3
2015
Q2 		$30.3M Buy
446,852
+237,495
+113% +$15.5M 2.33% 3
2015
Q1 		$12.7M Sell
209,357
-282
-0.1% -$16.7K 2.48% 5
2014
Q4 		$13.1M Buy
+209,639
New +$12.6M 2.45% 5
2014
Q3 		– Sell
-211,621
Closed -$12.2M – 153
2014
Q2 		$12.2M Sell
211,621
-1,237
-0.6% -$69.5K 2.27% 6
2014
Q1 		$12.9M Sell
212,858
-2,550
-1% -$147K 2.51% 5
2013
Q4 		$12.6M Sell
215,408
-591
-0.3% -$32.4K 2.51% 6
2013
Q3 		$11.2M Sell
215,999
-190
-0.1% -$10.2K 2.47% 5
2013
Q2 		$11.4M Buy
+216,189
New +$11M 2.6% 6

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Highland Capital Management (Tennessee)'s JPM Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $2.42M and leaving 150,626 shares worth $49.3M. The position accounts for 2.27% of the portfolio, ranked #8.

Highland Capital Management (Tennessee) first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.4M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Highland Capital Management (Tennessee) held 150,626 shares of JPMorgan Chase worth $49.3M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 7,795 JPMorgan Chase shares in Q2 2026, an estimated $2.42M.
  • JPMorgan Chase made up 2.27% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #8 holding.
  • Highland Capital Management (Tennessee) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Highland Capital Management (Tennessee)'s JPMorgan Chase position peaked at $50.4M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.